I take pride in providing accurate cleanup of your accounts. Depending on the complexity and the amount of months you are needing me to go back, I usually deliver in a few days.

My process is simple and straight to the point.

I will set up a meeting for us to meet and you can tell me about yourself and your company. You will tell me why you believe you need my clean up services.

You will provide an outline of your cleanup need (few months or full year).

I will ask you to invite me to your QuickBooks Online so I can identify the average number of transactions I will need to review per month.

I will provide you a quote for the price of my service and the amount of time it will take for me to complete.

Once we are both in agreement, I will get started right away.

As I go through your transactions, I will reach out to you to provide clarification on transaction with no information (check/cash deposits or withdraws)

Once complete, I will set a meeting for us to meet and review my completed work. Here I want to make sure I have met all your needs and expectations.